Endorsement Profiles

Use the Endorsement Profiles page in Nebula to set the default values for the appearance of endorsements (such as a bates number or confidentiality notice) on exported images.

To view the Endorsement Profiles page

  1. Click Review > Productions & Exports > Endorsement Profiles.

To add an endorsement profile

  1. On the Endorsement Profiles menu bar, click New Profile.
  2. On the New Profile dialog box, enter the Name of the endorsement profile.
  3. Click Save.

To clone an endorsement profile

  1. In the Endorsement Profiles section, locate the profile you want to clone (such as Nebula Default Profile), click its Action icon and select Clone.
  2. On the Cloned Profile Name dialog box, enter a Name for the cloned profile and click Save.

To edit an endorsement profile

  1. In the Endorsement Profiles section, locate the profile you want to edit, click its Action icon and select Edit.
  2. On the Edit Profile dialog box, update the Name as needed and click Save.

To delete an endorsement profile

  1. On the Endorsement Profiles section, locate the profile you want to delete, click its Action icon and select Delete.
  2. On the Delete Profile dialog box, click Delete.

To set the object level security of an endorsement profile

  1. In the Endorsement Profiles section, locate the profile you want to work with.
  2. Click its Action icon and select Object Security.
  3. Complete the Object Security dialog box.

To add an endorsement to an endorsement profile

  1. On the Endorsement Profiles section, locate and click the profile you want to receive an endorsement.
  2. In the Endorsements section, click Add Endorsement.
  3. On the Add Endorsement dialog box, do the following:
    • If Dynamic endorsements are required, click the Dynamic Text Field icon and select the desired text in the Dynamic Text Field. (These are controlled by the values in an Endorsement Tag field.)
    • If Static endorsements are required (such as CONFIDENTIAL on all documents), click the Static Text Field icon and add the desired text to the StaticText Field.
  4. Select Position, Font Style, Font Size, and Font Color of the endorsement on the exported documents.
  5. First Page Only: Select for the endorsement to appear on only the first page of the exported documents. Clear for the endorsement to appear throughout the document.
  6. Click Save.

To edit an endorsement

  1. In the Endorsement Profiles section, locate the profile with the endorsement you want to edit.
  2. In the Endorsement menu bar, click the Action icon and select Edit.
  3. Update the Edit Endorsement dialog box as needed and click Save.

To delete an endorsement

  1. On the Endorsement Profiles section, locate the and click the profile with the endorsement you want to delete.
  2. In the Endorsement menu bar, click the Action icon and select Delete.